See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,082 | $105,998+15.2% | $92,233+32.4% | $147,584-17.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 9.37% | 50.05%-40.7pp | 176.28%-166.9pp | 578.55%-569.2pp |
| Employer contribution / active EE | $3,304 | $4,333-23.7% | $3,679-10.2% | $4,876-32.2% |
| Participant deferral / active EE | $6,935 | $4,478+54.9% | $3,897+78.0% | $5,439+27.5% |
| Admin fee / account holder | $277,540 | $6,332+4282.9% | $5,194+5244.0% | $10,885+2449.7% |